Wealthcare Advisory Partners LLC Reduced Holdings in Q2 2025

Wealthcare Advisory Partners LLC

  • $4.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-135K
- 24.4%
$102.31 - $105.8 $13.8M - $14.3M
419K $43.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-183K
- 89.64%
$72.02 - $73.82 $13.1M - $13.5M
21.1K $1.55M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-501K
- 93.56%
$23.55 - $27.67 $11.8M - $13.9M
34.5K $954K
FTSD
Franklin ETF Tr Liberty Short

ETFs
-62.4K
- 25.73%
$90.19 - $91.19 $5.62M - $5.69M
180K $16.4M
IEMG
Ishares Inc

ETFs
-88.5K
- 89.39%
N/A
10.5K $563K
HMOP
Hartford Fds Exchange Traded T

ETFs
-108K
- 40.52%
$37.54 - $38.74 $4.07M - $4.2M
159K $6.1M
BNDX
Vanguard Total International B

ETFs
-72.9K
- 88.93%
$48.77 - $49.55 $3.55M - $3.61M
9.07K $449K
USFR
Wisdomtree Floating Rate Treas

ETFs
-54.6K
- 10.94%
$50.28 - $50.47 $2.75M - $2.76M
445K $22.4M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-54.8K
- 80.73%
$49.57 - $50.27 $2.72M - $2.76M
13.1K $657K
VBR
Vanguard Small Cap Value ETF

ETFs
-10.5K
- 35.01%
$162.76 - $195.77 $1.7M - $2.05M
19.4K $3.79M
VBK
Vanguard Small Cap Growth ETF

ETFs
-7.22K
- 54.67%
$219.76 - $276.94 $1.59M - $2M
5.99K $1.66M
HYD
Vaneck High Yield Muni ETF

ETFs
-31.2K
- 38.46%
$49.08 - $51.35 $1.53M - $1.6M
49.9K $2.5M
SUB
Ishares Short Term National Mu

ETFs
-15.2K
- 23.6%
$104.77 - $106.34 $1.59M - $1.61M
49.1K $5.22M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-64.5K
- 85.42%
$22.4 - $23.8 $1.44M - $1.53M
11K $261K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-27.4K
- 24.71%
$48.13 - $49.85 $1.32M - $1.37M
83.6K $4.1M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 11.11%
$725400.0 - $809350.0 $725K - $809K
8 $5.83M
VHT
Vanguard Health Care ETF

ETFs
-3.46K
- 17.13%
$236.71 - $261.92 $819K - $907K
16.7K $4.16M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-14.2K
- 50.48%
$68.13 - $74.77 $964K - $1.06M
13.9K $1.01M
SCHO
Schwab Short Term Us Treasury

ETFs
-42.7K
- 58.43%
$24.19 - $24.45 $1.03M - $1.04M
30.3K $739K
IEFA
Ishares Tr

ETFs
-17.1K
- 22.28%
$67.83 - $84.09 $1.16M - $1.44M
59.7K $4.99M
HTAB
Hartford Fds Exchange Traded

ETFs
-38.7K
- 15.85%
$18.44 - $19.31 $714K - $748K
206K $3.85M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-15.2K
- 33.84%
$48.46 - $50.2 $737K - $764K
29.8K $1.48M
XLE
Energy Sector Spdr

ETFs
-3.97K
- 7.6%
$76.44 - $94.13 $303K - $374K
48.2K $4.09M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-13K
- 34.72%
$52.31 - $63.72 $678K - $826K
24.4K $1.55M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
-8.15K
- 20.58%
$71.89 - $88.34 $586K - $720K
31.5K $2.75M
UPS
United Parcel Service Inc

Industrials
-1.03K
- 1.67%
$91.92 - $110.2 $94.7K - $114K
60.6K $6.12M
PHYS
Sprott Physical Gold Trust

Financial Services
-53.5K
- 9.88%
$22.82 - $26.29 $1.22M - $1.41M
488K $12.4M
LLY
Eli Lilly & CO

Healthcare
-183
- 1.73%
$713.71 - $898.95 $131K - $165K
10.4K $8.1M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-8.42K
- 13.8%
$89.02 - $104.29 $749K - $878K
52.6K $5.48M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5.75K
- 25.46%
$85.42 - $94.39 $491K - $543K
16.8K $1.58M
AMGN
Amgen Inc

Healthcare
-338
- 2.64%
$262.28 - $309.85 $88.7K - $105K
12.5K $3.49M
VZ
Verizon Communications Inc

Communication Services
-6.88K
- 7.47%
$41.67 - $45.62 $287K - $314K
85.2K $3.69M
AVRE
American Centy ETF Tr Avantis
-13.6K
- 15.79%
$38.75 - $44.92 $526K - $610K
72.4K $3.2M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-19.5K
- 66.92%
$23.2 - $29.84 $452K - $581K
9.63K $287K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-18.5K
- 35.99%
$22.81 - $23.8 $422K - $440K
32.9K $762K
BRO
Brown & Brown, Inc.

Financial Services
-655
- 2.42%
$104.48 - $124.43 $68.4K - $81.5K
26.4K $2.92M
TFC
Truist Financial Corp

Financial Services
-19.3K
- 8.38%
$34.79 - $42.99 $673K - $831K
211K $9.09M
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
-14K
- 46.36%
$24.72 - $28.27 $347K - $397K
16.3K $458K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-7.24K
- 2.68%
$49.79 - $50.75 $360K - $367K
263K $13.3M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-320
- 3.12%
$212.1 - $244.27 $67.9K - $78.2K
9.93K $2.17M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.43K
- 1.45%
$79.79 - $91.42 $194K - $222K
165K $14.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-188
- 7.71%
$390.26 - $489.06 $73.4K - $91.9K
2.25K $912K
MCD
Mcdonalds Corp

Consumer Cyclical
-340
- 3.6%
$285.55 - $321.23 $97.1K - $109K
9.1K $2.66M
AVUS
American Centy ETF Tr Avantis

ETFs
-4.19K
- 27.23%
$81.38 - $100.82 $341K - $422K
11.2K $1.13M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-2.29K
- 60.82%
$122.04 - $169.14 $280K - $387K
1.48K $249K
XLV
Select Sector Spdr Fund Health

ETFs
-414
- 1.87%
$128.77 - $144.3 $53.3K - $59.7K
21.7K $2.93M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.42K
- 5.88%
$50.36 - $50.68 $273K - $275K
86.7K $4.4M
IBB
Ishares Biotechnology ETF

ETFs
-1.75K
- 16.41%
$112.02 - $129.0 $196K - $225K
8.9K $1.13M
CCI
Crown Castle International Corp

Real Estate
-2.32K
- 52.35%
$94.83 - $107.06 $220K - $249K
2.12K $217K
Activity Summary
Buys All Purchases 646 New Holdings 106 Increased Positions 540 Sells All Sells 299 Reductions 299 Sold out 0 Options Calls 0 Puts 0
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